鋼鐵板塊逆市上漲 碳中和下鋼鐵板塊迎來重要投資機會
格隆匯3月4日丨鋼鐵板塊逆市上漲,新鋼股份、鞍鋼股份雙雙漲停,方大特鋼大漲超8%,華菱鋼鐵漲超7%,韶鋼松山、重慶鋼鐵、包鋼股份等均拉昇。機構監測數據顯示,雖然2月份鋼鐵行業仍然處於傳統淡季,但受經濟快速恢復、下游需求攀升預期影響,景氣度提升明顯。展望全年,國泰君安認為,全球經濟或在2021年迎來複蘇,鋼材需求向好的趨勢不會改變。成長性和成本優勢兼具的行業龍頭、碳中和下電爐鋼迎來重大發展機遇,優選高性能特鋼、減少鋼材用量或將成為趨勢,特鋼需求或逐漸上升,特鋼及高端材料細分賽道龍頭將獲關注。

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